Puff Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Puff Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$987K	Sell	41,555 -12,902	-24%	-$317K	0.93%	31
2026 Q2	$1.35M	Buy	+54,457	New	+$1.36M	1.38%	22
2025 Q4	$1.62M	Sell	64,513 -9,392	-13%	-$237K	2.1%	17
2025 Q3	$1.86M	Sell	73,905 -4,652	-6%	-$116K	2.83%	12
2025 Q2	$1.96M	Sell	78,557 -4,245	-5%	-$105K	1.42%	23
2025 Q1	$2.05M	Buy	82,802 +1,079	+1%	+$26.7K	1.92%	18
2024 Q4	$2.01M	Buy	+81,723	New	+$2.03M	3.51%	10

Other funds holding UCON

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Puff Wealth Management's UCON Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 24% in Q3 2026, selling an estimated $317K and leaving 41,555 shares worth $987K. The position accounts for 0.93% of the portfolio, ranked #31.

Puff Wealth Management first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q1 2025. 25 funds tracked by Wall St. Rank hold UCON as of Q3 2026.

Puff Wealth Management held 41,555 shares of First Trust Smith Unconstrained Bond ETF worth $987K as of Q3 2026.
Puff Wealth Management sold 12,902 First Trust Smith Unconstrained Bond ETF shares in Q3 2026, an estimated $317K.
First Trust Smith Unconstrained Bond ETF made up 0.93% of Puff Wealth Management's portfolio in Q3 2026, its #31 holding.
Puff Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $2.05M in Q1 2025.
25 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.